Hager Investment Management Services’s Hercules Capital HTGC Stock Holding History

Hager Investment Management Services’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$864	Buy	55 +2	+4%	+$31	﹤0.01%	336
2026 Q1	$789	Buy	53 +1	+2%	+$16	﹤0.01%	314
2025 Q4	$979	Buy	52 +1	+2%	+$18	﹤0.01%	306
2025 Q3	$962	Buy	51 +1	+2%	+$19	﹤0.01%	277
2025 Q2	$911	Buy	50 +1	+2%	+$18	﹤0.01%	274
2025 Q1	$936	Buy	49 +1	+2%	+$20	﹤0.01%	286
2024 Q4	$959	Buy	+48	New	+$937	﹤0.01%	265

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hager Investment Management Services's HTGC Position: Q2 2026 in Review

Hager Investment Management Services increased its Hercules Capital (HTGC) stake by 3.8% in Q2 2026, buying an estimated $31 and bringing the position to 55 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Hager Investment Management Services first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $979 in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Hager Investment Management Services held 55 shares of Hercules Capital worth $864 as of Q2 2026.
Hager Investment Management Services bought 2 Hercules Capital shares in Q2 2026, an estimated $31.
Hercules Capital made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #336 holding.
Hager Investment Management Services first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's Hercules Capital position peaked at $979 in Q4 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.